BS Information Technology
St. Michael’s College
I have a background of well-developed communication skills with excellent command of the English language, both written and oral. I demonstrate strong sense of professionalism, attentive to details, handles multiple assignments and multi-tasking ability, works under pressure with or without supervision. I have positive and proactive with an outgoing & approachable character combined with a high aptitude in an aggressive environment.
St. Michael’s College
1. Pre-screen and process loan application
• Pre-screen loan applications for any document and/or information deficiencies.
• Assist in database checking.
• Encode loan applications in the system for credit investigation and evaluation.
• Check and ensure accuracy of data for processing.
• Monitor status of loan applications and coordinate with other units to ensure prescribed turnaround time.
• Prepare loan agreement and booking requests for approved loan applications.
2. Assist in team’s administrative needs
• Prepare requirements to facilitate CASA opening for borrower
• Safekeep loan documents
• Call borrower after loan approval to ensure proceeds are used as declared in the loan application.
• Safekeep and monitor office/marketing supplies.
• Handle office and employee requirements
• Prepare and submit required reports/documents.
3. Handle inquiries and concerns
• Attend to calls/inquiries of clients and other units of the Bank.
▪ Maintaining the system for raising renewals, ensuring they are actioned 2months before the insurance renewal date.
▪ Producing renewal documentation accurately.
▪ Chasing and receiving payments by cheque, credit card and debit card for renewals and policy amendments.
▪ Responding to enquiries from clients, received by phone, letter, email and ensuring that all information required by clients is obtained and communicated.
▪ Obtaining insurance renewal quotations by using insurance quote system, rating guides or by referring to insurers.
▪ Communicating renewal quotations, advising the most appropriate in terms of price and cover to meet the client’s needs.
▪ Discussing any additional covers to ensure that all the insurance requirements are satisfied
▪ Issuing invoices and policy documents and updating client records
▪ Providing a focused and friendly service to all customers and prospects providing quotations and assisting with queries, taking messages where appropriate
▪ Producing and maintaining diaries on our computer system, chasing for outstanding information from insurers and clients
▪ Updating the computer system with events, produce documents/correspondence as required
▪ Maintaining an acceptable level of product knowledge by keeping up-to-date with product developments.
▪ Assume the responsibility of receiving and sorting incoming P.O’s (Purchase Order)
▪ Manage the status of PO’s open amount.
▪ Issue and post bills, receipts and invoices.
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